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Smallwood Wealth Investment Management’s iShares US Home Construction ETF ITB Stock Holding History

Smallwood Wealth Investment Management’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Hold
106
– – ﹤0.01% 329
2026
Q1 		$9.63K Hold
106
– – 0.01% 327
2025
Q4 		$10.2K Buy
106
+1
+1% +$101 0.01% 312
2025
Q3 		$11.4K Sell
105
-11
-9% -$1.16K 0.01% 307
2025
Q2 		$10.9K Buy
116
+11
+10% +$1K 0.01% 310
2025
Q1 		$10.1K Buy
+105
New +$10.7K 0.01% 306

Other funds holding ITB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return

Smallwood Wealth Investment Management's ITB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 106 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Smallwood Wealth Investment Management first reported a position in ITB in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4K in Q3 2025. 133 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Smallwood Wealth Investment Management held 106 shares of iShares US Home Construction ETF worth $11.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares US Home Construction ETF share count unchanged in Q2 2026.
  • iShares US Home Construction ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #329 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares US Home Construction ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares US Home Construction ETF position peaked at $11.4K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.